Our big interview with nCino CEO Pierre Naudé (NCNO). Also
ASML (ASML) with shockingly weak results, Taiwan Semiconductor Manufacturing (TSM) declining 3nm business, and Netflix (NFLX) crushes.
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Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.
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Drill Down Earnings, Ep. 111: SoundHound Q1 earnings essentials ($SOUN)
Drill Down Earnings, Ep. 110: ARM Holdings The end of their fiscal year Q4 2024 earnings essentials ($ARM)
Drill Down Earnings, Ep. 109: Shopify Q1 earnings essentials ($SHOP)
Drill Down Earnings, Ep. 108: Uber Q1 earnings essentials ($UBER)
Drill Down Earnings, Ep. 107: Twillio Q1 earnings essentials ($TWLO)
Drill Down Earnings, Ep. 105: Rivian Q1 earnings essentials ($RIVN)
Drill Down Earnings, Ep. 106: Arista Networks Q1 earnings essentials ($ANET)
Drill Down Earnings, Ep. 104: Datadog Q1 earnings essentials ($DDOG)
Coherent Q3 earnings essentials ($COHR). Drill Down Earnings, Ep. 103
Drill Down Earnings, Ep. 102: Microchip Q4 earnings essentials ($MCHP)
Drill Down Earnings, Ep. 101: Lucid Group Q1 earnings essentials ($LCID)
Drill Down Earnings, Ep. 100: Lumentum Q3 earnings essentials ($LITE)
Drill Down Earnings, Ep. 99: Apple Q1 earnings essentials ($AAPL)
Drill Down Earnings, Ep. 98: Cloudflare Q1 earnings essentials ($NET)
Drill Down Earnings, Ep. 97: Block Q1 earnings essentials ($SQ)
Drill Down Earnings, Ep. 96: Fortinet Q1 earnings essentials ($FTNT)
Drill Down Earnings, Ep. 95: Paycom Q1 earnings essentials ($PAYC)
Drill Down Earnings, Ep. 94: Informatica Q1 earnings essentials ($INFA)
Drill Down Earnings, Ep. 93: A quick look at Qualcomm ($QCOM) and its Q2 earnings report
Drill Down Earnings, Ep. 92: A quick look at Amazon.com ($AMZN) and its Q1 earnings report
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